Echelon members are top-tiered trusted advisors.
Echelon members are attorneys, accountants, wealth managers, business consultants, financial consultants, insurance professionals, marketing professionals, and bankers.
Each Echelon One member has been selected and defined as:
"One who routinely advises C-Suite personnel, company owners and managers, and individuals/families of significant wealth, stature, or importance on matters such as business, legal, and finance."
Echelon One (E1) Members are
- Senior-level professionals or business advisors at a pinnacle of their professional career
- Professionals or business advisors with a significant track record of success assisting clients
- Professionals or business advisors with extensive experience in their profession (7-10 years minimum)
- Persons with advanced degrees, designations, certifications, and/or qualifications
- Persons who have exceptional character, are trustworthy, and who both liked and respected by their peers
- Professionals or business advisors who value the power of professional relationships
- Professionals or business advisors who seek not only to develop business opportunities for themselves but who demonstrate a willingness to refer business to other trusted advisors
An Echelon Two (E2) Member...
- Is associate level or partner-track who is in the beginning or mid-way in their career
- Has a strong desire to contribute to their firm and learn how to attain and maintain clients
- Has a minimum of 1 year in their profession
- Is working on, or desires to achieve, independent achievements, accolades, licensures, advanced degrees, and/or certifications
- Is eager to learn the power of networking and business development in order to further the clientele and stature of their firm
- Is willing to participate consistently in group activities and organizational educational programs